+33.6%
WEC vs NIO
-90.7%
+124.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.8% | -0.7% |
| 7D | -0.3% | -13.0% | +12.8% | -0.2% |
| 30D | -1.3% | -18.3% | +17.0% | -1.2% |
| 3M | -3.9% | -33.2% | +29.3% | -3.7% |
| 6M | -8.3% | -21.5% | +13.2% | -8.2% |
| YTD | +3.1% | -25.5% | +28.6% | +3.2% |
| 1Y | +1.9% | -38.0% | +39.9% | +2.1% |
| 3Y | +41.9% | -65.5% | +107.4% | +42.3% |
| All | +33.6% | -90.7% | +124.3% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling